John Walas

Financial Consultant @IG Wealth Management

Thunder Bay, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 1994 — Present

Financial Consultant @IG Wealth Management

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What can you expect from me as your Investors Group Consultant?I\'m personally committed to understanding your needs and providing you with in-depth analysis and personalized solutions. With the support of a wide range of highly qualified financial experts in investment, tax and retirement planning here at Investors Group, I\'ll help you keep abreast of increasing changes in the financial services industry.Whether you\'re examining investment performance or wishing to customize your tax and retirement options, you can be confident you\'ll have the necessary in-depth information you need to make your most important investment decisions.I\'m dedicated to working with you to ensure you achieve your financial goals.Whether your interest is in exploring a career opportunity, seeking a referral to myself or a solution to a financial question, please feel free to contact me.

EDUCATION

1974 — 1976

Lakehead University

Biology

SKILLS

Estate Tax PlanningDisability InsuranceCash ManagementCertified Financial PlannerInvestment ManagementHealth InsuranceUniversal LifeLife InsuranceFinanceSmall BusinessInvestment StrategiesEmployee BenefitsResidential MortgagesRetirementStrategic Financial PlanningFinancial PlanningMortgage LendingEquitiesPortfolio ManagementLoansMutual FundsAsset AllocationRisk ManagementTaxWealth Management ServicesTrustsCritical IllnessHolistic Financial PlanningRetirement PlanningWealth ManagementFinancial AnalysisFinancial GoalsWealthFinancial PlannersInvestment AdvisoryLong-Term CarePersonal Financial PlanningSuccession PlanningInsuranceGeneral Insurance

ABOUT JOHN WALAS

Financial Consultant (Retired)

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John Walas — Financial Consultant at IG Wealth Management in Thunder Bay, ON, CA | Unifers